FELLOWSHIP FINANCIAL PLANNING

Overview

Fellowship Financial Planning is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm combines advisory work with insurance brokerage, offering fee-based services billed as a percentage of assets under management and on an hourly basis. Fellowship registers with the SEC (2024) and presents a clear tilt toward equity-based portfolios: exchange-traded equities are the dominant holding type across its client base. Portfolios are managed on a discretionary basis, and the firm appears to run primarily managed accounts held at a single national custodian. The adviser’s operating profile suggests a client-centered, planning-first model: financial planning engagements and ongoing discretionary management coexist with hourly planning work and insurance solutions. Fellowship is not identified as an active ESG investor and does not position itself as a capital allocator to direct private deal platforms; instead it relies on third-party managers where it uses alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices